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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2+ years Service code 12 · EIN 27-2037969 | Participant loan processing; Plan Adm... | $34,144 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 26 411 E. WISCONSIN AVENUE, 22 · MILWAUKEE, WI 53202 | Advisory (Participants) | $33,750 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,812 | $81,908-18.4% | $90,749-26.4% | $64,808+3.1% |
| Participation rate | 97.2% | 80.5%+16.7pp | 75.7%+21.5pp | 71.5%+25.7pp |
| Annual return | -17.61% | -12.53%-5.1pp | -12.16%-5.4pp | 32.82%-50.4pp |
| Employer contribution / active EE | $2,240 | $3,065-26.9% | $2,921-23.3% | $2,506-10.6% |
| Participant deferral / active EE | $6,579 | $4,840+35.9% | $4,564+44.1% | $4,310+52.6% |
| Admin fee / account holder | $95 | $157-39.6% | $8,445-98.9% | $188-49.5% |